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Aperio Group’s Otter Tail OTTR Stock Holding History

Aperio Group’s Portfolio OTTR Stock Details OTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$282K Sell
6,610
-407
-6% -$16.6K ﹤0.01% 2205
2020
Q3 		$254K Sell
7,017
-3,405
-33% -$131K ﹤0.01% 2135
2020
Q2 		$404K Sell
10,422
-6,598
-39% -$278K ﹤0.01% 1877
2020
Q1 		$757K Buy
17,020
+2,150
+14% +$107K ﹤0.01% 1422
2019
Q4 		$763K Buy
14,870
+468
+3% +$24.3K ﹤0.01% 1583
2019
Q3 		$774K Sell
14,402
-399
-3% -$20.9K ﹤0.01% 1534
2019
Q2 		$782K Buy
14,801
+3,258
+28% +$166K ﹤0.01% 1530
2019
Q1 		$575K Buy
11,543
+1,706
+17% +$83.8K ﹤0.01% 1665
2018
Q4 		$488K Buy
9,837
+1,329
+16% +$63.4K ﹤0.01% 1689
2018
Q3 		$408K Buy
8,508
+334
+4% +$16.1K ﹤0.01% 1876
2018
Q2 		$389K Sell
8,174
-160
-2% -$7.21K ﹤0.01% 1874
2018
Q1 		$361K Buy
8,334
+1,309
+19% +$54.8K ﹤0.01% 1859
2017
Q4 		$312K Buy
7,025
+106
+2% +$4.86K ﹤0.01% 1923
2017
Q3 		$300K Sell
6,919
-68
-1% -$2.81K ﹤0.01% 1919
2017
Q2 		$277K Sell
6,987
-2,663
-28% -$105K ﹤0.01% 1939
2017
Q1 		$366K Buy
9,650
+1,098
+13% +$41.6K ﹤0.01% 1727
2016
Q4 		$349K Sell
8,552
-680
-7% -$25.3K ﹤0.01% 1721
2016
Q3 		$319K Buy
+9,232
New +$319K ﹤0.01% 1681

Other funds holding OTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Aperio Group's OTTR Position: Q4 2020 in Review

Aperio Group reduced its Otter Tail (OTTR) stake by 5.8% in Q4 2020, selling an estimated $16.6K and leaving 6,610 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #2205.

Aperio Group first reported a position in OTTR in Q3 2016 and has held it in 18 quarters since. The position peaked at $782K in Q2 2019. 177 funds tracked by Wall St. Rank hold OTTR as of Q4 2020.

  • Aperio Group held 6,610 shares of Otter Tail worth $282K as of Q4 2020.
  • Aperio Group sold 407 Otter Tail shares in Q4 2020, an estimated $16.6K.
  • Otter Tail made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2205 holding.
  • Aperio Group first reported a position in Otter Tail in Q3 2016 and has held it in 18 quarters since.
  • Aperio Group's Otter Tail position peaked at $782K in Q2 2019.
  • 177 funds tracked by Wall St. Rank held Otter Tail as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.